Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$75.3K Hold
260
0.04% 78
2025
Q1
$78.5K Hold
260
0.04% 72
2024
Q4
$71.8K Hold
260
0.04% 75
2024
Q3
$75K Buy
+260
New +$75K 0.04% 77
2024
Q2
Sell
-260
Closed -$72.5K 81
2024
Q1
$72.5K Sell
260
-60
-19% -$16.7K 0.04% 83
2023
Q4
$72.3K Hold
320
0.05% 86
2023
Q3
$66.6K Sell
320
-435
-58% -$90.6K 0.05% 87
2023
Q2
$145K Sell
755
-701
-48% -$135K 0.1% 61
2023
Q1
$293K Buy
+1,456
New +$293K 0.18% 60